Smallwood Wealth Investment Management, LLC
Position in CCL — Carnival Corp Ltd.
CIK 1921304
RED BANK, NJ
Position in CCL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,342
+$315 QoQ
Shares Held
117
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#923
of 1,014 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCL Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $37,952 across 2 Travel Services names. CCL ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RCL |
Royal Caribbean Cruises Ltd
|
109 | $34,610 | |
| 2 | CCL |
Carnival Corp Ltd.
This page
|
117 | $3,342 |
All Filings in CCL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,342 | 117 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,027 | 117 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,573 | 117 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,382 | 117 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,290 | 117 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $2,285 | 117 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||